Offshore Investment Guide

Tag Archives: Tax

NEW YORK, July 15, 2015 /PRNewswire/ — S&P Dow Jones Indices (“S&P DJI”), one of the world’s leading index providers, announced today that, for S&P 500® companies with full reporting information for 2014, the percentage of sales from foreign countries increased after five years of stagnation. According to S&P DJI’s annual S&P 500 Foreign Sales Report, […]

The New Dawn is Government Enforced Disclosure Globally for Money Managers: Monetary disclosure means that multinational employers who used a Trust structure labeled as a Retirement Plan are now recognized by the IRS as non compliant and their U.S. employees are subject to back taxes, late filing fees and tax penalties. Old methods of offshore […]

Paradise Found! – The Use of PPLI Planning in Income Realization Planning in the Sale of a Capital Asset I was at the PPLI conference in Boston a week and a half ago. Usually it is the same group of people saying the same things. However, this year was a little different. I have lived […]

Many factors influence a foreign buyer’s decision to purchase residential real estate in the U.S. Generally, most of these decisions tend to be driven by concerns over political and economic uncertainty in the buyer’s home country. Most foreigners do not leave their home country, family, and friends for trivial reasons. The combination of economic and […]

Proponents Say 1031 Exchanges Are Good For The Economy, But Congress Eyes Repeal A popular tax-deferral strategy for people who deal in investment property could be in trouble as Congress ponders doing away with it. But already rescue efforts, such as letter-writing and lobbying campaigns, are afoot to counter any talk of repealing Section 1031 […]

Many US citizens know that it is extremely difficult to hold assets outside of the US solely for asset protection and tax deferral. Some perceived to be authorities say you can invest ” anywhere you want” but that’s just not true. The fact is that there is tax deferred solution that when used the Internal […]

Call it an ideological paradox or the inherent irrationality of human nature that although we stress so much on study of history and yet we never learn from it. The same is happening in France where a new Super Rich Tax, which puts a tax burden of 75% for individuals with annual income of more […]

The sector of offshore investment that is growing most rapidly is probably that of equity investment. This is due in great part to the massive interest increase in direct stock market dealing (private) that coincided with the explosion of internet business. Because of the increased base of international businesses that rely upon internet marketing the […]

Most of the bad word of mouth associated with offshore investment, tax havens and the like involves an interchange of the phrases ‘tax mitigation’ and ‘tax evasion’. As the focus of tax law in the United States and elsewhere turns to tightening a grip on ‘lost’ revenue from offshore investment holders (a seemingly punitive series […]

NOTE: Continued from Part 1: “The Super Roth IRA” Overview In Part I of this series, I introduced the Super Roth IRA¹ an alternative to the Roth IRA and traditional IRA. The Super Roth IRA uses the tax-advantages of permanent life insurance and is a more flexible arrangement than either the traditional IRA or Roth […]

Overview of Part 1 The Roth IRA is the better-looking (and smarter!) cousin of the traditional IRA. The Roth IRA came into existence in 1997 as part of the Taxpayer Relief Act. The provision was named for Senator William Roth of Delaware. Over the course of years since its adoption into law, much discussion has […]

Would you like to Add All of the following Values to Your Current Financial Plan? Our Structure is Asset Protected and Tax Deferred which means 1. You can invest without hesitance due to Short-Term /Long Term tax considerations–you sell when the market is right. 2. Don’t limit your investment choice to a “Fund Menu” 3. […]